The PreBooked Roofing Standard ™

Step 1. Campaign planning

Every campaign begins with an onboarding session. Together with the contractor, we define the scope in writing so both sides evaluate quality against the same standard.

• Service areas
• Residential property requirements
• Minimum roof age
• Insurance or retail campaigns
• Appointment availability
• Qualification requirements
• Suppression lists
• Campaign-specific exclusions

Step 2. Opportunity acquisition

We identify residential properties inside the contractor's approved service areas and verify records by confirming ownership, identifying correct homeowner phone numbers, and removing disconnected or invalid contact information. When useful, we add supporting channels such as Meta lead generation to help fulfillment.

Step 3. Homeowner outreach

Representatives contact homeowners using the approved campaign process. Every homeowner receives a professional introduction. If they are not interested, the interaction ends. If they are interested, qualification begins. We do not assume homeowners need a roof before speaking with them.

Step 4. Qualification

Every appointment is qualified against the campaign requirements. Representatives confirm property ownership, address, estimated roof age, roofing material, insurance or retail status, insurance carrier when applicable, whether the homeowner has signed with another roofer, and appointment date and time. The homeowner also hears the contractor's name and has room to ask questions.

Step 5. Appointment submission

After qualification, the representative submits the appointment through our internal CRM. The appointment then moves to Quality Control for independent review.

Step 6. Quality Control

Every appointment is reviewed before delivery. QC evaluates call quality, qualification accuracy, required information, and campaign compliance. Rejected appointments are traced to a root cause: missing information (representative recontacts the homeowner), representative error (coaching and retraining), or homeowner misrepresentation (added to our internal Do Not Contact list). Quality Control exists to improve quality, not to reject appointments.

Step 7. Appointment delivery

Approved appointments are delivered to the contractor using the agreed delivery method. Only appointments that meet the campaign requirements move forward.

What we are responsible for

PreBooked owns the marketing side of the relationship.

• Building and managing the marketing process
• Contacting homeowners
• Qualifying appointments
• Maintaining quality standards
• Delivering appointments that satisfy the agreed campaign criteria
• Continuously improving campaign performance

What contractors are responsible for

Marketing creates opportunities. The sale is still yours to earn.

• Performing the inspection
• Building trust with the homeowner
• Presenting solutions
• Estimating the project
• Closing the sale
• Delivering the roofing project

1. Homeowner no-show

If the homeowner fails to attend the scheduled inspection, the appointment qualifies for replacement.

• The contractor must report the no-show the same day
• A photo of the property must be provided as confirmation

2. Homeowner refuses the inspection at the door

If the homeowner refuses the inspection when the contractor arrives at the property, the appointment qualifies for replacement. This policy applies only when the refusal occurs in person at the property. A cancellation by phone or text before the appointment does not qualify under this policy.

• A photo of the property must be provided

3. Existing agreement with another roofing company

If the homeowner has already signed an agreement with another roofing contractor before the appointment, and the contractor can provide reasonable proof, the appointment will be replaced.

4. Outside the approved service area

If we deliver an appointment outside the contractor's approved campaign territory, we replace the appointment. Campaign geography is established during onboarding and documented before launch.